If you downloaded our provided csv, skip this step. To create your own CSV, make sure it has the following as row 1: QB ID, Part Number, Manufacturer ID, Manufacturer Name, Inventory
Export your inventory into the csv file you created earlier. Below are the explanations of each column:
QB ID (Optional) - The ID # that Quotebeam assigns
to the part in question. If left empty, Quotebeam will attempt to
generate this ID number using the information you have provided in
the other columns. If this value is provided, then all other fields
except "Inventory" will be ignored. Make sure that ID exists,
otherwise it will be removed from your input.
Part Number(Required) - The part number provided
by you for the part you are trying to upload. Quotebeam uses this
field in conjunction with the "Manufacturer ID" to generate the "QB
ID" if possible.
Manufacturer ID (Optional) - The ID # that
Quotebeam assigns to the manufacturer of the part. If left empty,
Quotebeam will use "Manufacturer Name" and "Part Number" to generate
Manufacturer Name (Required) - If "Manufacturer ID"
is provided, then this field can be left empty. This field is used
by Quotebeam to fill the "Manufacturer ID" column.
Inventory (Required) - The count of the parts in stock.
A fully filled row looks like:
Upload your csv by clicking the "Upload New Version" button on this inventory page